Search Results

Using Brisk Help Open help for the screen you are using The Brisk workspace related to this reference article. Open the question-mark menu in Brisk and select Open Help Article. Brisk uses the screen's named route to send you to the relevant article and sectio...

Account Categories Purpose and when to use this record Group general-ledger accounts by statement type so financial reports place balances in the correct asset, liability, equity, income, or expense section. At a glance Identify it by: Name. Why care: Date...

Accounts Purpose and when to use this record Maintain the chart of accounts used to classify transactions, organize warehouse subaccounts, and produce financial statements. At a glance Identify it by: Account Name, and Account Number. Check its business co...

Bank Information Purpose and when to use this record The Bank Information overview screen in the Brisk documentation demo. Record the check, ACH, transfer, or withdrawal details used to clear and balance a bank-side transaction. At a glance Identify it by: T...

Credit Card Accounts Purpose and when to use this record Connect a business credit card to its payable account, issuing institution, and vendor used for statement charges and finance costs. At a glance Identify it by: Account Number. Check its business con...

Credit Card Charges Purpose and when to use this record Record a card purchase or credit, its vendor, statement-clearing state, amount, and transaction date. At a glance Identify it by: Reference #, and Charge Date. Check its business context: Vendor, and ...